How to Find Your W2 Tax Form on Workday

A W2 tax form, officially known as the Wage and Tax Statement, reports an employee’s annual wages and the amount of taxes withheld from their paycheck. This document is essential for filing federal, state, and local income tax returns. Many employers utilize Workday, a cloud-based software, to manage various human resources and financial tasks, including the distribution of W2 forms. This article will provide a guide on how to locate and retrieve your W2 form from your Workday account.

Accessing Your Workday Account

Gaining access to your Workday account is the initial step to retrieving your W2 form. Most employers provide a specific Workday login portal, often found on their internal company website or through a direct link. You will typically use your company-issued username and password to log in.

If you are a former employee, your access method might differ; some organizations provide a dedicated portal for former staff, while others may require you to contact their human resources department for assistance. In cases where login credentials are forgotten, look for a “Forgot Password” or “Need Help Signing In” link on the Workday login page. This usually initiates a process to reset your password, often sending a temporary one to your registered email address.

Navigating to Your Tax Documents

Once successfully logged into Workday, the next step involves navigating to the section where your tax documents are stored. The Workday interface can vary slightly between organizations due to custom configurations, but common pathways exist. Typically, you will find a “Pay” or “Payroll” icon or application on your Workday homepage or dashboard. Clicking on this will usually lead you to a sub-menu or a new page.

Within the “Pay” section, look for an option labeled “My Tax Documents” or “Year-End Documents.” Some Workday setups may also feature a search bar, allowing you to directly type “W2” or “Tax Documents” to quickly find the relevant section. Ensure you select the correct tax year for the W2 form you wish to retrieve, as multiple years may be available.

Retrieving Your W2

After successfully navigating to the “My Tax Documents” section, you will see a list of available tax forms. Identify the W2 form for the specific tax year you need. You will generally find a “View/Print” or similar button next to the W2 document. Clicking this button will typically open the W2 form in a new window or as a PDF file.

Once the W2 is displayed, you will usually find options to download or print the document. Look for icons resembling a downward arrow for downloading or a printer for printing, commonly located in the top right corner of the document viewer. Save a digital copy of your W2 to a secure location on your computer for future reference and print a physical copy for your records.